When it comes to your money, don’t fly alone.
Connect with us. We’re experienced financial advisors and we’re easy to talk to.
We’ll help you save money, identify opportunities, invest wisely, reduce financial risk and plan well.
Don’t let your hard work go to waste
When it comes to your money, we want you to run hard, not run out.
We work with:
- business owners
- employees and contractors
- mums and dads and grandparents, and
- hard workers who don’t want to squander their efforts.
Our team are passionate about asking the right questions, communicating so everyone understands, building trust, and constant learning.
Owner and Financial Planner
“Building a great team to serve our clients”
As the owner of Cooper Wealth, I focus on leading a team that helps you save money, spot opportunities, invest well and lower financial risk.
When it comes to money, you want to be certain that ‘enough’ is enough and I want you to have less stress, greater security, a confident life and your best possible lifestyle.
Before starting my own agency, I worked at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, Macquarie and Morgans. Over that time, I’ve learned that clients deserve straight talk. No sales pitches, products or platforms. One review might be enough for other financial advisors, but not for us.
My awards include:
- Financial Adviser of the Year 2022 – AFA
- Financial Planner of the Year 2019 – Money Management
- Female Excellence in Advice 2019 Finalist – AFA
- Financial Planner AFP of the Year 2018 – FPA
- Winner of the Excellence in Education Award 2018 – AFA
- Financial Planner of the Year in the 2018 – Women in Financial Services Awards
- Awardee of Merit for Gold Coast Business Woman of the Year 2017
- Australian Investment Manager of the Year Finalist – Women in Financial Services Awards
- Financial Planner AFP of the Year Finalist 2017 – FPA
“What are your goals?”
I enjoy the technical side of financial planning, and learning about a wide range of topics that can help me, my family and others, in particular, using my technical knowledge to help identify ways to help people achieve their goals. I love that my job can be very different from day to day depending on the client’s situation and what they want to achieve. It makes it more fun and interesting. I started as a paraplanner about 7 years ago.
I started in an outsourced paraplanning company which gave me exposure to a wide range of financial strategies such as super, self-managed superannuation funds (SMSFs), insurance, aged care, investments. I help identify strategies that will help clients to achieve their financial goals.
- Paraplanner of The Year Finalist 2021 – FPA
“Speaking in plain English so everyone understands”
The best part of my job is when customers get to know me well enough to trust me to do the best for them. My job is varied, and I’m always learning something new. There is a lot of problem solving required, which I find personally rewarding. I love meeting and helping clients. I have worked as a CSO in financial planning for 12 years. Prior to that I worked as a performance analyst for BP Integrated Supply and Trading for 10 years. I help clients understand the process we are undertaking in the simplest possible terms so that they can trust and know what I am doing.
I love making connections with clients so I can understand how to help them reach their goals.
With a background in Debt Collection and Financial Hardship, I know how important good communication is, and so I’m passionate about driving client experience.
I am often the first point of contact for any queries clients have and make sure they are kept up to date as we put their plans into place.